Institutional & Family Asset Management’s Coupang CPNG Stock Holding History

Institutional & Family Asset Management’s Portfolio CPNG Stock Details CPNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-178	Closed	-$3K	–	736
2022 Q3	$3K	Hold	178	–	–	﹤0.01%	540
2022 Q2	$2K	Hold	178	–	–	﹤0.01%	589
2022 Q1	$3K	Buy	178 +93	+109%	+$1.99K	﹤0.01%	605
2021 Q4	$2K	Hold	85	–	–	﹤0.01%	655
2021 Q3	$2K	Sell	85 -905	-91%	-$31.3K	﹤0.01%	761
2021 Q2	$41K	Buy	990 +85	+9%	+$3.48K	0.01%	364
2021 Q1	$45K	Buy	+905	New	+$41.8K	0.01%	367

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MIOT

Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's CPNG Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Coupang (CPNG) in Q4 2022, closing a stake of 178 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in CPNG in Q1 2021 and held it in 7 quarters. The position peaked at $45K in Q1 2021. 375 funds tracked by Wall St. Rank hold CPNG as of Q4 2022.

Institutional & Family Asset Management reported no remaining Coupang position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 178 Coupang shares in Q4 2022, an estimated $3K.
Institutional & Family Asset Management first reported a position in Coupang in Q1 2021 and held it in 7 quarters.
Institutional & Family Asset Management's Coupang position peaked at $45K in Q1 2021.
375 funds tracked by Wall St. Rank held Coupang as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.